| As of Date | 04/10/2026 |
| Registration | SEC, Approved, 04/13/2026 |
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| Former registrations | |
| ADV Location | OLIVETTE, MO, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 119,364,407 |
| of that, discretionary | 44,405,017 |
| Number of Employees | 14 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 185,348 |
| % High Net Worth | 20.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds